JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31T
AUM Growth
+$48.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,769
New
Increased
Reduced
Closed

Top Buys

1 +$4.91B
2 +$3.85B
3 +$3.75B
4
AAPL icon
Apple
AAPL
+$3.5B
5
AMZN icon
Amazon
AMZN
+$3.3B

Top Sells

1 +$1.42B
2 +$1.19B
3 +$1.05B
4
CSX icon
CSX Corp
CSX
+$908M
5
PYPL icon
PayPal
PYPL
+$903M

Sector Composition

1 Technology 21.9%
2 Financials 10.95%
3 Consumer Discretionary 10.24%
4 Healthcare 9.4%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$861K ﹤0.01%
137,393
+486
3552
$860K ﹤0.01%
540,799
+42,069
3553
$859K ﹤0.01%
23,518
-3,496
3554
$853K ﹤0.01%
53,945
-153,285
3555
$851K ﹤0.01%
19,461
+2,998
3556
$849K ﹤0.01%
167,783
-15,669
3557
$848K ﹤0.01%
12,985
-19
3558
$847K ﹤0.01%
6,405
-776
3559
$847K ﹤0.01%
27,398
+14,083
3560
$846K ﹤0.01%
24,684
-102,926
3561
$844K ﹤0.01%
7,708
-3,345
3562
$843K ﹤0.01%
17,411
+7,999
3563
$842K ﹤0.01%
108,240
-1,417
3564
$840K ﹤0.01%
+31,600
3565
$835K ﹤0.01%
13,370
+1,858
3566
$832K ﹤0.01%
7,879
+6,224
3567
$830K ﹤0.01%
84,939
-15,060
3568
$827K ﹤0.01%
48,807
-17,622
3569
$823K ﹤0.01%
37,869
+22,164
3570
$822K ﹤0.01%
31,279
-25,292
3571
$822K ﹤0.01%
43,638
+3,818
3572
$820K ﹤0.01%
161,032
-454,399
3573
$813K ﹤0.01%
97,584
+66,087
3574
$813K ﹤0.01%
97,443
-165,508
3575
$812K ﹤0.01%
163,071
-24,560